See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,975 | $76,552-23.0% | $123,892-52.4% | $62,891-6.2% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 5.23% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,354 | $2,883-53.0% | $4,617-70.7% | $2,281-40.6% |
| Participant deferral / active EE | $2,492 | $4,840-48.5% | $5,984-58.3% | $3,203-22.2% |
| Admin fee / account holder | $1,831 | $4,826-62.1% | $8,357-78.1% | $4,296-57.4% |